Polymer Capital Management (HK)’s JD.com JD Stock Holding History

Polymer Capital Management (HK)’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Sell	63,200 -181,358	-74%	-$5.34M	0.08%	98
2026 Q1	$7.23M	Buy	244,558 +124,558	+104%	+$3.52M	0.62%	28
2025 Q4	$3.44M	Buy	120,000 +114,000	+1,900%	+$3.56M	0.49%	47
2025 Q3	$210K	Sell	6,000 -4,000	-40%	-$130K	0.03%	226
2025 Q2	$326K	Sell	10,000 -231,013	-96%	-$7.88M	0.05%	134
2025 Q1	$9.91M	Sell	241,013 -228,577	-49%	-$9.18M	1.69%	21
2024 Q4	$16.3M	Sell	469,590 -95,328	-17%	-$3.69M	2.82%	6
2024 Q3	$22.6M	Buy	+564,918	New	+$15.5M	5.23%	1
2024 Q2	–	Sell	-25,000	Closed	-$685K	–	203
2024 Q1	$685K	Sell	25,000 -141,138	-85%	-$3.46M	0.17%	94
2023 Q4	$4.8M	Buy	+166,138	New	+$4.5M	1.66%	20

Other funds holding JD

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return

Polymer Capital Management (HK)'s JD Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its JD.com (JD) stake by 74% in Q2 2026, selling an estimated $5.34M and leaving 63,200 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #98.

Polymer Capital Management (HK) first reported a position in JD in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.6M in Q3 2024. 426 funds tracked by Wall St. Rank hold JD as of Q2 2026.

Polymer Capital Management (HK) held 63,200 shares of JD.com worth $1.61M as of Q2 2026.
Polymer Capital Management (HK) sold 181,358 JD.com shares in Q2 2026, an estimated $5.34M.
JD.com made up 0.08% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #98 holding.
Polymer Capital Management (HK) first reported a position in JD.com in Q4 2023 and has held it in 10 quarters since.
Polymer Capital Management (HK)'s JD.com position peaked at $22.6M in Q3 2024.
426 funds tracked by Wall St. Rank held JD.com as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.